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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,560 | $63,082-69.0% | $81,726-76.1% | $79,856-75.5% |
| Participation rate | 83.3% | 67.5%+15.8pp | 72.0%+11.3pp | 69.6%+13.7pp |
| Annual return | 12.64% | 22.66%-10.0pp | 29.49%-16.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $606 | $1,795-66.3% | $4,311-85.9% | $2,471-75.5% |
| Participant deferral / active EE | $997 | $2,780-64.2% | $7,108-86.0% | $3,741-73.4% |
| Admin fee / account holder | $67 | $4,428-98.5% | $5,160-98.7% | $5,306-98.7% |